API Overview

About This Guide

Recent Revisions to This Document

About This Guide

Introduction to the Partner Platform
- Platform Overview
- Understanding Your Role as a Partner

Getting Started
- Accessing the Platform
- Understanding the Dashboard
- The Merchant Workspace

Residual Reports
- Understanding Residuals
- Accessing Residual Reports
- Downloading Reports
- Searching and Filtering Reports

Common Workflows
- Workflow 1: Boarding Your First Merchant
- Workflow 2: Monthly Residual Review

Glossary

On This Page

Getting Started

Learn how to access the Partner Platform and understand the dashboard and workspace.

This section covers how to access the platform, navigate the dashboard, and understand your merchant workspace.

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